Technical Paraplanner

This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases

You will be joining a growing, national company with regional offices offices across the UK and assist in providing excellent financial planning solutions.

As a remote based Paraplanner, you will be drafted in to provide support to their regional Financial Planners where there are shortages in the paraplanning team. As such, our client is looking for a skilled individual with excellent technical paraplanning knowledge who can quickly pick up cases and provide immediate impact. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients.

As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include:

There might be need for you to attend the office you are supporting on a occasional basis, this would be fully expensed.

Technical Paraplanner Requirements

• You should have strong experience as a Paraplanner
• You should technical knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases
• You should be confident undertaking research and financial calculations
• You should have a willingness to help and support others
• You should hold full Level 4 Diploma in Financial Planning (or equivalent)

Technical Paraplanner Benefits

• Salary of up to 50,000 depending on experience plus company benefits
• Excellent company benefits
• Remote working
• Full-time role

Locations

Home based

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